Saxon Interests’s iShares S&P 500 Growth ETF IVW Stock Holding History

Saxon Interests’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-3,268	Closed	-$449K	–	224
2026 Q2	$449K	Sell	3,268 -21	-0.6%	-$2.77K	0.12%	161
2026 Q1	$372K	Sell	3,289 -24	-0.7%	-$2.89K	0.13%	169
2025 Q4	$408K	Sell	3,313 -47	-1%	-$5.75K	0.14%	139
2025 Q3	$386K	Sell	3,360 -43	-1%	-$4.95K	0.15%	130
2025 Q2	$316K	Hold	3,403	–	–	0.15%	137
2025 Q1	$316K	Sell	3,403 -6	-0.2%	-$605	0.15%	137
2024 Q4	$346K	Sell	3,409 -3	-0.1%	-$299	0.15%	127
2024 Q3	$327K	Sell	3,412 -53	-2%	-$4.89K	0.15%	130
2024 Q2	$321K	Sell	3,465 -10	-0.3%	-$862	0.15%	128
2024 Q1	$293K	Sell	3,475 -3	-0.1%	-$241	0.14%	136
2023 Q4	$261K	Buy	+3,478	New	+$248K	0.13%	151
2023 Q3	–	Sell	-3,489	Closed	-$246K	–	122
2023 Q2	$246K	Hold	3,489	–	–	0.13%	144
2023 Q1	$223K	Sell	3,489 -4	-0.1%	-$245	0.13%	156
2022 Q4	$204K	Sell	3,493 -2	-0.1%	-$120	0.12%	155
2022 Q3	$213K	Sell	3,495 -414	-11%	-$26.9K	0.13%	140
2022 Q2	$236K	Hold	3,909	–	–	0.14%	129
2022 Q1	$299K	Buy	+3,909	New	+$294K	0.16%	110

Other funds holding IVW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Saxon Interests's IVW Position: Q3 2026 in Review

Saxon Interests sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2026, closing a stake of 3,268 shares — an estimated $449K sold.

Saxon Interests first reported a position in IVW in Q1 2022 and held it in 17 quarters. The position peaked at $449K in Q2 2026. 1,504 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Saxon Interests reported no remaining iShares S&P 500 Growth ETF position as of Q3 2026 after selling out during the quarter.
Saxon Interests sold 3,268 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $449K.
Saxon Interests first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and held it in 17 quarters.
Saxon Interests's iShares S&P 500 Growth ETF position peaked at $449K in Q2 2026.
1,504 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.